Client Advisor Insurance Sales
Overview
You will own new business growth and deepen client relationships at Acrisure, a $4.8B global fintech leader. You will use CRM and AI tools to drive revenue and expand market footprint. You will join a team of 19,000 colleagues and partner with service and marketing specialists to deliver tailored insurance solutions. This role stands out because you blend human connection with data-driven insights to redefine sales.
What You'll Do9
- 1Build a qualified pipeline and convert leads to revenue, meeting or exceeding quota.
- 2Develop growth plans using predictive analytics and AI tools to prioritize high-value opportunities.
- 3Partner with service teams to deliver comprehensive proposals across multiple lines of business.
- 4Serve as a trusted advisor, understanding client challenges and delivering holistic solutions.
- 5Use CRM and engagement platforms to personalize outreach and identify upsell and cross-sell chances.
- 6Promote Acrisure within the community as a fintech-enabled insurance leader.
- 7Follow structured sales cadences to ensure consistent pipeline progression and accurate forecasting.
- 8Collaborate with leadership on revenue forecasts and strategic deal planning.
- 9Track competitor activity and refine positioning using analytics platforms and sales tools.
Requirements7
- 12+ years in a client-facing, client advising, or business development role.
- 2Experience in the insurance industry preferred.
- 3Property and Casualty license preferred, or ability to obtain upon hire.
- 4Proven track record of new client acquisition and revenue growth.
- 5Experience using CRM and AI applications.
- 6Ability to enter new markets or enhance sales in existing markets with technology.
- 7Comfort with on-site presence to support collaboration and partnership.
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Acrisure, LLC
VerifiedNational Leader High-Net-Worth Personal Lines Acrisure
The National Leader, High-Net-Worth Personal Lines at Acrisure drives national growth retention profitability and strategic direction. This leader defines and executes a growth strategy strengthens advisor performance optimizes portfolios and builds scalable models supporting sustainable regional expansion. The role demands strategic tactical balance and cross-functional partnership.
Stratford Davis
VerifiedClient Sales Advisor, Remote Insurance Sales
You will own the full sales cycle for warm, pre-qualified leads, selling life insurance, IULs, and annuities from a remote setting. You will conduct virtual consultations, present tailored financial protection solutions, and close deals while managing your schedule on a 3-4 day workweek. The team provides structured training, mentorship, and CRM tools to accelerate your success. This role rewards self-starters with uncapped commission and global travel perks.
Stratford Davis
VerifiedClient Sales Advisor - Remote Insurance Sales
You will own the full sales cycle for warm, pre-qualified leads, guiding clients through financial protection decisions. Working remotely from anywhere in the U.S., you'll conduct virtual consultations, present life insurance, IULs, and annuities, and close deals. The team provides structured training, mentorship, and a proven sales system. You'll operate on a flexible 3-4 day workweek with uncapped commission and the chance to earn international trips.
Stratford Davis
VerifiedRemote Customer Sales Representative, Insurance & Financial Planning
You will own the client consultation process for wealth-preservation products like Indexed Universal Life (IUL), annuities, and life insurance, working with a consistent stream of pre-qualified prospects. You will join a high-energy team recognized by Entrepreneur Magazine and Inc. 5000, with access to executive mentorship and no-cost digital training. This role offers schedule autonomy and uncapped commission, with top performers earning annual global trips. You will build your own business within a supportive, established framework.
Stratford Davis
VerifiedRemote Customer Sales Representative, Insurance & Financial Planning
You will own client relationships and drive sales of wealth-preservation products like Indexed Universal Life and annuities for a remote-first insurance firm. You will join a collaborative team of leaders and receive continuous coaching to master your craft. The role offers schedule autonomy with 3-4 high-impact workdays weekly, a qualified pipeline with zero cold calling, and no-cost education through digital libraries. You will leverage cutting-edge sales platforms and enjoy executive mentorship while earning elite rewards including annual global excursions.
Acrisure West Insurance Services, LLC.
VerifiedSenior Account Manager at Acrisure West Insurance Services
Lead client relationships and drive growth as a senior account manager at Acrisure West Insurance Services. Oversee service accounts and provide strategic coverage solutions while collaborating across departments. Seeking a professional with strong communication skills and a proven track record in insurance sales.